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Form 5500 · Employee benefit plan · COLUMBUS, OH

SMD MANAGEMENT LLC

Public Form 5500 records show how SMD MANAGEMENT LLC (COLUMBUS, OH) structures its employee benefits. Its broker of record is JAMES B. OSWALD COMPANY. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-2811146 · plan 501 · as of Jul 2026

Participants
136
Carriers on file
2
Disclosed commissions
$41,788
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYHealth66December$38,171
AMERICAN UNITED LIFE INSURANCE COMPANYLife, Disability134December$3,617

Questions

Who is SMD MANAGEMENT LLC's benefits broker?

Per its most recent Form 5500 Schedule A, SMD MANAGEMENT LLC's broker of record is JAMES B. OSWALD COMPANY.

What insurance carrier does SMD MANAGEMENT LLC use?

SMD MANAGEMENT LLC's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 2 disclosed carriers.

When does SMD MANAGEMENT LLC's group plan renew?

The most recent Schedule A policy period for SMD MANAGEMENT LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SMD MANAGEMENT LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.